Senior Investment Analyst

As an Investment Analyst, you will play a key role on Russell Investments’ OCIO client service team, serving as a primary contact for day-to-day inquiries and working closely with senior team members (Client CIOs) to deliver exceptional service. You will participate in client meetings, manage quarterly investment reviews, and prepare clear, high-quality presentation and communication materials for our clients, primarily retirement plans, endowments, foundations, and hospital systems.

In this role, you will partner with internal teams to provide a wide range of investment services, including policy review, asset allocation design, portfolio implementation, manager and product evaluation, and performance reporting. You will apply a strong understanding of performance calculations and attribution to deliver customized analysis and solutions in response to client requests. You will also craft clear, insightful, and well-structured written commentary, in both formal reports and client communications, to explain performance results, market conditions, and strategic recommendations in a way that is accurate, engaging, and client friendly.

Additional responsibilities include managing a select number of client relationships, with accountability for retention and growth. You will guide clients on long-term strategic allocations, provide both strategic and tactical investment advice, and represent Russell Investments in meetings and events to deepen and grow relationships and drive client success.

Role Requirements:

• Bachelor’s degree in Finance, Economics, Investments, Mathematics, Actuarial Science, or related field (or equivalent work experience); MBA and/or CFA designation strongly preferred.
• FINRA SIE, Series 7 and 63 (will consider ability to obtain within six months).
• At least 5 years of applied investment-related experience, with deep expertise in market/economic analysis and investment strategy evaluation.
• At least 5 years of institutional investment management experience in client service, consulting, or portfolio management, with a proven track record of managing client relationships.
• Advanced knowledge of asset allocation theory, modeling techniques, performance measurement, and portfolio construction.
• Exceptional verbal and written communication skills, with the ability to translate complex investment concepts into actionable insights for clients.
• Experience leading strategic discussions and influencing portfolio decisions.
• Proficiency with investment analytics tools and platforms; ability to mentor and guide junior team members.
• Strong collaboration and interpersonal skills, with a focus on building trust and long-term partnerships.

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.